Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew William Shannon is a financial advisor at Voya Financial Advisors, Inc. Matthew has been in the financial services industry since February 7, 2011. Matthew has a strong background in financial planning and portfolio management. Matthew holds Series 6, 7, 63, and 66 licenses. Matthew is registered to offer securities and investment advisory services in 53 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
05/27/2015 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
02/08/2011 - 03/25/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 03/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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